MWP

MYCIO Wealth Partners Portfolio holdings

AUM $432M
1-Year Est. Return 3.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$3.6M

Top Sells

1 +$104M
2 +$87.4M
3 +$62M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$61.5M
5
APD icon
Air Products & Chemicals
APD
+$57M

Sector Composition

1 Financials 83.99%
2 Industrials 1.22%
3 Technology 0.28%
4 Utilities 0.21%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6
127
-24,624
128
-645
129
-10,248
130
-27,735
131
-682,118
132
-4,890
133
-488,316
134
-2,738
135
-9,860
136
-150
137
-360
138
-30,010
139
-36,500
140
-4,181
141
-942
142
-779
143
-1,418
144
-18,711
145
-4
146
-26,723
147
-1,000
148
-13,396
149
-120,434
150
-5,399